Teachworks Performance Dashboard
Accepts .xls, .xlsx, and .csv directly
Goal: $
|
YTD:
$0
(0%)
Pace
Projected
Step 0: Get Data from Teachworks
Click below to download your files, then drag them into the boxes below.
1. Payments File
Upload Payments.xls
2. Families File
Upload file2026...xls
3. Schedules File
Upload InvoiceSchedules.xls
Revenue
Leads
First Sessions
New 1st Payers
Active Memberships
0
Ended Memberships
0
Payment Mix (CC / ACH / Zelle)
0% / 0% / 0%
Cumulative Revenue
Cumulative Leads
Cumulative First Sessions
Cumulative First Payers
Generate Report Prompt
Copy this exact prompt and paste it into the AI to get your formatted PDF.
Generating prompt...
Visible Rows
0
New (7 Days)
0
With Card
0
Without Card
0
Top Location
-
Top Source
-
Filter & Audit
Search
Status
Date Range
Credit Card
| Created Date | Parent Name | Children | Status | Contact | Additional Info | Financial Notes | Source | Has CC? |
|---|---|---|---|---|---|---|---|---|
| Please upload all three files above to view. | ||||||||